Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXAHF (AXA SA) | 0.02% | 2.20% | 25.44% | 18.69% | 14.20% | 12.06% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXAHF (AXA SA) | 04/27/2010 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 2.20 | 25.44 | 18.69 | 14.20 | 12.06 | NA | … | … | 0.02 | 46.91 | 22.18 | 23.91 | 0.06 | 35.74 | -5.78 | 38.32 | -23.79 | 23.45 | -2.53 | 22.93 | -13.71 | 63.29 | 45.28 | -20.20 | -21.73 |
| Sharpe Ratio | NA | 0.07 | 0.80 | 0.50 | 0.37 | NA | NA | … | … | -0.06 | 1.50 | 0.68 | 0.76 | -0.03 | 1.27 | -0.11 | 2.08 | -1.10 | 1.20 | -0.07 | 0.83 | -0.56 | 2.27 | 1.08 | -0.32 | -0.58 |
| Standard Deviation(%) | NA | 30.55 | 28.90 | 33.40 | 33.72 | NA | NA | … | … | 36.24 | 29.40 | 27.24 | 26.97 | 46.88 | 28.04 | 56.25 | 17.70 | 23.07 | 19.12 | 39.86 | 27.75 | 24.72 | 27.86 | 42.24 | 62.62 | 51.62 |
| Draw Down(%) | NA | 14.70 | 17.00 | 31.98 | 53.35 | NA | NA | … | … | 13.00 | 14.66 | 16.91 | 13.03 | 31.98 | 14.58 | 50.69 | 14.98 | 33.88 | 11.09 | 30.47 | 14.39 | 19.33 | 11.94 | 36.54 | 51.54 | 34.39 |
| Yield(%) | 0.00 | 5.63 | 10.62 | 9.19 | 8.56 | 8.18 | 6.26 | … | … | 5.41 | 6.87 | 13.05 | 6.59 | 5.40 | 7.34 | 7.96 | 7.11 | 5.10 | 5.03 | 4.83 | 4.61 | 4.14 | 3.97 | 5.05 | 4.16 | 2.53 |
Data as of 06/04/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXAHF (AXA SA) |
-12.35%
Oct 2017 – Oct 2020 |
-3.34%
Oct 2015 – Oct 2020 |
4.03%
Oct 2010 – Oct 2020 |
11.17%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXAHF (AXA SA) |
41.99%
Sep 2022 – Sep 2025 |
32.78%
Apr 2020 – Apr 2025 |
16.33%
Feb 2016 – Feb 2026 |
14.21%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart